Bob joined PFM’s asset management business in 2004 as a senior portfolio manager and was promoted to managing director in 2011. He manages client accounts across the country, specializing in high-quality fixed-income assets. He is responsible for the management of client assets in separate portfolios for cities, counties, insurance and self-insurance organizations, school districts, state and local government agencies, public finance authorities, and universities. Assets under management include operating funds, capital reserves, bond proceeds, and other post-employment benefits (OPEB) obligation funds.

In addition to being a managing director, Bob serves as chief credit officer and chair of the Fixed-Income Credit Committee, leading a team responsible for independent credit research and strategy. This team conducts all internal credit research for both local government investment pools and separately managed accounts and is responsible for the analysis and oversight of all of the PFM’s asset management clients’ credit exposure.

Welcome to PFM Advisors

Our site uses cookies to understand how you use our site, to improve your experience and our services. By continuing to use the website, including by remaining on the landing page, we understand that you accept their use. However, you can change your cookie settings at any time. Please note that parts of the site may not have full functionality if you disable all cookies. Click here for more information on our Cookies Policy.